SSMHX vs. SSGVX
Compare and contrast key facts about State Street Small/Mid Cap Equity Index Portfolio (SSMHX) and State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX).
SSMHX is managed by State Street Global Advisors. It was launched on Aug 11, 2015. SSGVX is managed by State Street Global Advisors. It was launched on Sep 17, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSMHX or SSGVX.
Correlation
The correlation between SSMHX and SSGVX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SSMHX vs. SSGVX - Performance Comparison
Key characteristics
SSMHX:
0.77
SSGVX:
1.05
SSMHX:
1.14
SSGVX:
1.47
SSMHX:
1.14
SSGVX:
1.19
SSMHX:
0.52
SSGVX:
1.13
SSMHX:
2.95
SSGVX:
2.88
SSMHX:
4.70%
SSGVX:
4.16%
SSMHX:
17.99%
SSGVX:
11.42%
SSMHX:
-43.83%
SSGVX:
-35.80%
SSMHX:
-13.94%
SSGVX:
-2.42%
Returns By Period
In the year-to-date period, SSMHX achieves a 3.91% return, which is significantly lower than SSGVX's 6.84% return.
SSMHX
3.91%
-1.66%
7.98%
15.80%
5.51%
N/A
SSGVX
6.84%
4.62%
2.47%
11.84%
5.87%
5.04%
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SSMHX vs. SSGVX - Expense Ratio Comparison
SSMHX has a 0.02% expense ratio, which is lower than SSGVX's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SSMHX vs. SSGVX — Risk-Adjusted Performance Rank
SSMHX
SSGVX
SSMHX vs. SSGVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Small/Mid Cap Equity Index Portfolio (SSMHX) and State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SSMHX vs. SSGVX - Dividend Comparison
SSMHX's dividend yield for the trailing twelve months is around 1.31%, less than SSGVX's 2.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSMHX State Street Small/Mid Cap Equity Index Portfolio | 1.31% | 1.36% | 1.30% | 1.40% | 1.10% | 0.88% | 1.30% | 1.80% | 1.26% | 0.88% | 0.60% | 0.00% |
SSGVX State Street Global All Cap Equity ex-U.S.Index Portfolio | 2.89% | 3.09% | 2.96% | 2.35% | 2.58% | 1.66% | 2.96% | 3.02% | 2.33% | 1.57% | 2.15% | 0.64% |
Drawdowns
SSMHX vs. SSGVX - Drawdown Comparison
The maximum SSMHX drawdown since its inception was -43.83%, which is greater than SSGVX's maximum drawdown of -35.80%. Use the drawdown chart below to compare losses from any high point for SSMHX and SSGVX. For additional features, visit the drawdowns tool.
Volatility
SSMHX vs. SSGVX - Volatility Comparison
State Street Small/Mid Cap Equity Index Portfolio (SSMHX) has a higher volatility of 3.73% compared to State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) at 2.88%. This indicates that SSMHX's price experiences larger fluctuations and is considered to be riskier than SSGVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.